Category: Unified Service Desk

In Unified Service Desk, you may want to clear out Data Parameters as an action. Let’s say in your debugger, you have the following data parameters: If you want to clear out Account, you can do this using the ClearDataParameter action in CRM Global Manager. We can run it as: On refreshing, we can see the Account is no longer available: You can also pass, for example, name=Account#account.

In Unified Service Desk, when clicking on links, you may encounter an issue where an Internet Explorer window is opened outside of USD, and the link looks something like http://event/?, e.g. http://event/?eventname=handleNavigateRequestCallback: This may also be preventing USD from running events and actions, so you would see unexpected behavior. To resolve this, you will need to change your IE security settings. Open up Internet Explorer and go to Internet Options: Ensure Protected … Continue reading Unified Service Desk Displays IE Event Window on Clicking Links

In Unified Service Desk, there is an action called ShellExecute that allows execution of an application. For example, if we open USD and open the debugger, we can see under the CRM Global Manager ShellExecute action: From USD configuration, we can see the description as: “Launches an application by specifying the complete URL or path to the application.   Note: The user must have rights to run the application. The URL or path … Continue reading USD – ShellExecute Action

To uninstall the Unified Service Desk solutions, do the following. In Dynamics 365, go to Settings->Solutions and delete: DynamicsUnifiedServiceDesk – Dynamics Unified Service Desk UiiForMicrosoftDynamicsCRM2011 – User Interface Integration For Microsoft Dynamics 365 USDUnifiedClientCustomization – Usd Unified Client Customization USDCrmWebClientCustomization – Usd Crm Web Client Customization  

In Unified Service Desk, there are user settings which can be referenced at run time. To set up user settings, go to Unified Service Desk->User Settings: Click New to add a setting: From here, enter the user that this setting should apply to, and a name and value: For example: Now, when you start USD, you will see the settings for this user under $Settings (this will not exist if … Continue reading USD – User Settings, ReadSetting, SaveSetting

In Unified Service Desk, the ExecuteOnDataAvailable action allows you to wait until data becomes available before executing a subaction. For example, let’s say we want to display a webpage of a map of a zip code if the contact’s zip code is populated. To do this, first confirm if the UII action ExecuteOnDataAvailable exists for your hosted control, and if not, create it: Next, create an action call. The ExecuteOnDataAvailable action … Continue reading USD – ExecuteOnDataAvailable Action

In Unified Service Desk, in the CRM Global Manager hosted control there is a way to check if a hosted control is loaded. The action is called IsAppLoaded. Let’s go through an example of using it. In my USD instance, I have a hosted control called “Bing Map” that displays maps: With the name Bing Maps Hosted Control: Let’s check if this is loaded. We will add a couple of … Continue reading USD – IsAppLoaded

In Unified Service Desk, you may want to display 2 hosted controls within the same USD tab at the same time. For example, let’s say USD loads and displays 2 hosted controls showing Google and Bing – the user can only see one hosted control at a time: We will go through setting this up so the hosted controls are side by side, i.e. a vertical split, and then change … Continue reading Split USD Layout to Display Multiple Controls

The ExecuteOnExpressionTrue action in USD is useful if you would like to check conditions before executing actions. For example, let’s say we have a navigation rule that opens a contact. If the contact’s city is New York, we want to open a website for the nyc.gov. To do this, we will create an ExecuteOnExpressionTrue action on opening of the contact (BrowserDocumentComplete event). The ExecuteOnExpressionTrue does not exist for this contact entity, so we … Continue reading Unified Service Desk – ExecuteOnExpressionTrue Action

In Unified Service Desk, there is the concept of Entity Search. These allow you to query Dynamics 365 through FetchXml in order to retrieve data. You can use Entity Search in Windows Navigation Rules and in the DoSearch action of the CRM Global Manager. You can also call Entity Search through code. Entity Search is useful to retrieve data that is not currently on the USD form, but exists in … Continue reading Unified Service Desk – Entity Search